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Mixed Hedge Fund Moves: Microsoft Stakes Shift in Q2

10/13/2025

31 5 Full Breakdown

Summary

Story summary

PFS Partners LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 13.5% in Q2 2025.
True North Advisors LLC reduced its holdings by 10.7% in Q2 2025.
Cove Private Wealth LLC raised its position by 31.7% in Q2 2025.
Southern Capital Advisors LLC cut its stake by 50.1% in Q2 2025.
Hedge funds collectively own 71.13% of Microsoft.

History

Historical Context

Microsoft Corporation went public on March 13, 1986, raising $61 million and achieving a valuation of $500 million. This IPO marked a significant moment in the tech industry, enabling institutional investors to acquire substantial stakes. Today, hedge funds own over 71% of Microsoft, reflecting ongoing shifts in investment strategies that continue to shape corporate governance and shareholder dynamics in technology.

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Story summary

PFS Partners LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 13.5% in Q2 2025.
True North Advisors LLC reduced its holdings by 10.7% in Q2 2025.
Cove Private Wealth LLC raised its position by 31.7% in Q2 2025.
Southern Capital Advisors LLC cut its stake by 50.1% in Q2 2025.
Hedge funds collectively own 71.13% of Microsoft.

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